Zhipu AI shares surged 120% this week to HK$492 after its GLM-5 launch and a 30% price hike for codi...
The AMW Read
Updates the player map for Zhipu AI and signals a structural shift in the Chinese AI stack via decoupling from US supply chains and reliance on domestic Huawei hardware (cross.§E).
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Foundation Models · Player MapGeopolitics
Zhipu AI shares surged 120% this week to HK$492 after its GLM-5 launch and a 30% price hike for coding services. 🚀 This rally, plus a 40% jump for peer MiniMax, marks a decoupling of Chinese AI valuations from US market volatility. By using domestic Huawei hardware, Zhipu is validating a self-reliant AI stack that bypasses global supply limits. 🏗️ Infrastructure independence is now the primary driver for regional dominance. 📈
